Objective:
- Report that separates time, disbursements/expenses, and tax
- Time totals for all users on matters with a specific Responsible Attorney
Environment:
- Clio Web app
- Excel
Additional Information:
-
Tutorial - Basic Techniques for Filtering and Sorting Clio Exports in Excel
-
Tutorial - Advanced Techniques for Filtering Clio Reports and Exports in Excel
Procedure:
- Go to Reports
- Select the Revenue Report
- Leave All Users selected
- Select CSV as the Output Format
- Make any other selections as needed
- Click Generate Report
- Open the file in Excel
- Create a Table with the Totals Row in Excel and filter by Responsible Attorney:
- Hit Ctrl and A simultaneously on your keyboard to select all cells with data
- Click on the Insert ribbon and select Table
- In the Create Table window, make sure that 'My table has headers' is checked, then click OK
- Right-click anywhere in the table and choose Table > Totals Row
- Scroll down to the Totals Row and select Sum for Billed Time (J)
- Click into the dropdown for Responsible Attorney (F) and select your name